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iShares S&P MidCap 400 Growth shares owned by Integrys Wealth Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Integrys Wealth Advisors from 13F filings

Historical chart of Integrys Wealth Advisors investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Integrys Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $24M 265k 91.57
2024-09-30 $22M 244k 91.93
2024-06-30 $20M 229k 88.11
2024-03-31 $20M 217k 91.25
2023-12-31 $17M 213k 78.66
2023-09-30 $15M 206k 72.24
2023-06-30 $15M 199k 75.00
2023-03-31 $14M 193k 71.51
2022-12-31 $12M 175k 68.30
2022-09-30 $8.9M 141k 63.02
2022-06-30 $8.5M 133k 63.73
2022-03-31 $8.1M 104k 77.27
2021-12-31 $7.4M 87k 85.26
2021-09-30 $6.8M 86k 79.19
2021-06-30 $6.9M 85k 80.93
2021-03-31 $6.5M 83k 78.37
2020-12-31 $6.1M 85k 72.22
2020-09-30 $5.0M 21k 239.18
2020-06-30 $3.8M 17k 224.03
2020-03-31 $3.0M 17k 178.44
2019-12-31 $3.3M 14k 238.14
2019-09-30 $3.1M 14k 223.85
2019-06-30 $3.2M 14k 226.29
2019-03-31 $3.1M 14k 219.09
2018-12-31 $2.7M 14k 191.26
2018-09-30 $3.9M 17k 232.92
2018-06-30 $3.8M 17k 224.80
2018-03-31 $3.4M 16k 218.31
2017-12-31 $3.2M 15k 215.82
2017-09-30 $3.0M 15k 202.37
2017-06-30 $2.8M 14k 196.61
2017-03-31 $2.7M 14k 190.88
2016-12-31 $2.5M 14k 182.19
2016-09-30 $2.2M 13k 174.70
2016-06-30 $2.1M 13k 169.13
2016-03-31 $1.9M 11k 162.64
2015-12-31 $1.8M 11k 160.99
2015-09-30 $1.7M 11k 157.08
2015-06-30 $1.9M 11k 169.53
2015-03-31 $2.0M 11k 171.47
2014-12-31 $1.9M 12k 159.67

More positions owned by Integrys Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Abbvie (ABBV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Apple (AAPL)

View all positions for Integrys Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Pnc Financial Services
Goldman Sachs Group
Captrust Financial Advisors
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
Raymond James & Associates

View all funds holding iShares S&P MidCap 400 Growth